Executive Assistant

Job Description

Job Description

Position Overview

This is a dual-focus role split between client-facing customer service and behind-the-scenes administrative support for our advisors. The right candidate is someone who is organized, personable, and comfortable wearing multiple hats in a fast-paced professional environment. You will be a key point of contact for both clients and staff, and your work will directly support the quality of service we deliver every day.

---Key Responsibilities

Administrative & Advisor Support

- Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings

- Prepare advisors for weekly client meetings by printing and organizing reports, assembling presentation materials, and ensuring all relevant account information is up to date

- Manage advisor calendars and coordinate scheduling across internal and external stakeholders

- Handle general office operations including managing supplies, coordinating with vendors, and maintaining a professional office environment

Client Services

- Serve as a warm and professional first point of contact for clients by phone and in person

- Make outbound reminder calls to clients ahead of scheduled appointments

- Contact prospective and new clients to schedule initial appointments and follow-up meetings

- Respond to routine client inquiries and route more complex questions to the appropriate advisor

- Process new account paperwork and assist existing clients with account maintenance and service requests

- Coordinate follow-ups with custodians, fund companies, and other financial institutions as needed

Data & Compliance

- Maintain and update the client relationship management (CRM) system to ensure accurate, current client records

- Assist with compliance-related administrative tasks, including records retention and documentation requirements

- Handle all client information with the highest level of confidentiality and professionalism

Qualifications

Required

- 2+ years of experience in an administrative, customer service, or client-facing role

- Excellent written and verbal communication skills

- Basic skills in Microsoft Office (Word and Excel)

- Strong organizational skills and exceptional attention to detail

- Ability to manage multiple priorities and meet deadlines in a small-office environment

- Professional, courteous demeanor with a genuine commitment to client service

- Demonstrated ability to handle sensitive and confidential information with discretion

Preferred

- Experience in financial services, wealth management, insurance, or a related field

- Familiarity with a CRM platform (e.g., Redtail, Wealthbox, Salesforce)

- FINRA licensing (Series 6, 65, or 66) would be a benefit but is not necessary.

What We Offer

- Competitive salary commensurate with experience

- Health insurance

- Paid time off and holidays

- Retirement plan with employer contribution

- A supportive, collegial work environment where your contributions are recognized

\nCompany Description

Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect.

Company Description

Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect.